
11 - 50 employees
🔌 API
💸 Finance
⚡ Productivity
API • Finance • Productivity
Velixo is a company that provides a platform for real-time reporting, budgeting, and automation using Excel, specifically designed for ERP systems. Their solution enhances ERP functionalities by integrating deeply with Excel to deliver efficient, effective reporting and planning services. The platform offers features such as analyzing, budgeting, planning, and automating tasks all while maintaining governance and collaboration among users. Velixo integrates with various systems like Acumatica, Sage Intacct, and MYOB, among others. The platform is optimized for financial reporting, project forecasting, and operational analysis, making it a powerful tool for companies looking to improve their financial management processes.
🔥 0 minutes ago
Where this job comes from
Posted on Velixo's careers page, not through a job board
First seen by Remote Rocketship 0 minutes ago

11 - 50 employees
🔌 API
💸 Finance
⚡ Productivity
API • Finance • Productivity
Velixo is a company that provides a platform for real-time reporting, budgeting, and automation using Excel, specifically designed for ERP systems. Their solution enhances ERP functionalities by integrating deeply with Excel to deliver efficient, effective reporting and planning services. The platform offers features such as analyzing, budgeting, planning, and automating tasks all while maintaining governance and collaboration among users. Velixo integrates with various systems like Acumatica, Sage Intacct, and MYOB, among others. The platform is optimized for financial reporting, project forecasting, and operational analysis, making it a powerful tool for companies looking to improve their financial management processes.
• Provide technical support for Velixo’s ERP Financial analysis Excel add-in product • Troubleshoot and resolve product issues and integrations with Acumatica and Sage Intacct • Assist customers with reporting analysis and queries • Support customers and internal teams using AI assistants with Velixo and ERP data, including MCP server setup • Troubleshoot AI tooling issues, including connector failures, skills that do not trigger, and inaccurate outputs • Build and refine AI skills to streamline repeatable support workflows • Apply understanding of software development lifecycle and software support processes • Stay current on Velixo, Acumatica, Sage Intacct, and relevant AI tooling
• Bachelor’s degree in Information Technology, Computer Science, Finance, Accounting or a related field • Minimum of 2 years of technical support experience, with at least 1 year focused on ERP systems • Proven experience as a Technical Support Specialist or similar role, with a focus on ERP systems • Familiarity with financial analysis and reporting tools, preferably within an ERP context • Working knowledge of the Model Context Protocol (MCP), including AI client connections, server tools and data exposure, authentication, and permissions • Hands-on experience creating AI skills or structured prompts, including trigger descriptions, step-by-step instructions, and reference material • Methodical approach to AI troubleshooting, with sound judgment about data privacy and human review of AI-generated answers • Strong problem-solving skills and ability to diagnose and resolve technical issues • Excellent communication and customer service skills, including explaining complex concepts to non-technical users • Knowledge of Acumatica or Sage Intacct highly desirable • Experience with Claude, ChatGPT or similar agentic AI platforms is an asset • Basic scripting in Python or JavaScript is an asset
• Fully remote position • Equal opportunity employer committed to diversity and inclusion
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